CPE & Event Catalog
Fraud Case Studies: 21st Century Professional Misbehavior WEBINAR
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Your Desk
4.0 Credits
Salient provisions the AICPA Code of Professional Conduct. Examination of actual frauds. Discussion of internal controls that could have prevented or mitigated actual frauds. Contemplation of epiphanies for your own professional scenarios. Implications for professional conduct and compliance with professional standards.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Accounting for the Gig Economy WEBINAR
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
All About Fraud - Examples, Prevention and Auditing WEBINAR
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Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Unlock the Power of AI with Copilot in Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with copilot.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.
Making Effective Decisions When You Can't Get What You Want WEBINAR
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
Audits of 401k Plans WEBCAST
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Your Desk
6.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Controls to Secure the Growing Digital Footprint WEBINAR
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
CORE Series: Mitagating Liability and Ethical Risks Facing CPA Firms Today WEBINAR
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Your Desk
1.0 Credits
Professional liability exposure.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
What's Changing in A&A for Governmental Entities 2026-27 WEBINAR
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Your Desk
4.0 Credits
Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105. Overview of active GASB exposure drafts and ongoing projects. Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Hands-On Tax Return Workshop - S Corporations (Form 1120S) - Partnered with the Oregon Society
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Your Desk
8.0 Credits
This session is taught using a Hands-On methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1120S (and related schedules). Each participant will receive a comprehensive S corporation income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. Topics include: Comprehensive review of S corporation income tax laws, with emphasis on new legislative changes and the status of expiring or extended provisions. Schedule K analysis. Discuss how schedule K items get allocated to shareholders on their schedule K-1s. Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Talk about the unreasonably low officer compensation issues. Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members. Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return. Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts, and more.
Preparing Quality of Earnings Analysis WEBCAST
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Your Desk
3.0 Credits
Uses of a Quality of Earnings Report. Information needed to prepare the report. Overlapping enterprise valuation concepts. Various adjustments to as reported EBITDA.
About the TIGTA: Who Watches the IRS? WEBINAR
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Your Desk
2.0 Credits
The role of TIGTA in the US tax system. Auditing, investigating, and inspecting and evaluating IRS programs and operations. Identifying opportunities to improve the administration of tax laws. Promoting integrity, economy, and efficiency in the tax system. Responding to requests from Congress and other external stakeholders. Upholding ethical standards in the accounting profession. Building trust and confidence in the tax system.